Unclaimed Profile

Marina Olympia Hegstrom

FISHER LYNCH CAPITAL, LLC·SAN MATEO, California

Clean recordFISHER LYNCH CAPITAL, LLC

2929 CAMPUS DRIVE, SAN MATEO, CA 94403CRD# 6458622Firm CRD# 160694

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marina Olympia Hegstrom · SAN MATEO, CA

Registration

CRD #6458622 · FISHER LYNCH CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Marina Olympia Hegstrom is a registered financial advisor based in SAN MATEO, California, affiliated with FISHER LYNCH CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FISHER LYNCH CAPITAL, LLC

AUM

$6.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FISHER LYNCH CAPITAL, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6458622

Firm CRD# 160694

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Marina Olympia Hegstrom offer?

Marina Olympia Hegstrom specializes in Retirement Planning. Contact their office in SAN MATEO, California for a consultation.

What are Marina Olympia Hegstrom's credentials?

Marina Olympia Hegstrom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marina Olympia Hegstrom located?

Marina Olympia Hegstrom is based in SAN MATEO, California, working with FISHER LYNCH CAPITAL, LLC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.

How does Marina Olympia Hegstrom charge for services?

Marina Olympia Hegstrom's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FISHER LYNCH CAPITAL, LLC?

FISHER LYNCH CAPITAL, LLC has approximately 22 employees and manages $6.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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